Manage your client's SMSF the award winning way.

A new wealth management experience is here

BT Panorama is smart technology that transforms the way you manage your business. It’s an intuitive investment framework that helps you set up and manage your clients’ SMSF’s, investments and superannuation while giving you a whole of wealth view. It enables seamless collaboration between accountants, advisers and clients, gives you access to up-to-date tax and investment reports and allows you to work anytime, anywhere from any device.

Advisers

Your perspective

Intuitive, intelligent and flexible.

BT Panorama is an innovative wealth management experience, transforming the management of investment portfolios, SMSFs, super and insurance for you and your clients. It’s built around the way you work, designed to help make managing your business and your clients’ wealth more efficiently.

See how BT Panorama is already supporting businesses like yours – every day.

SMSF

Access a simple online SMSF establishment application to get your clients started sooner.

Investments

Set up an online BT Panorama Investment account for clients to access over 2,400 investments and the latest market insights.

Client experience

Offer clients an award winning solution to manage a world of investments that gives you a whole of wealth view, all in one place.

Want more information?

Visit the Resource Centre for training videos that help explain BT Panorama in more detail.

Things you should know:

The information in this document has been prepared by BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) and is current as at 14 October 2017. The information provided is general in nature and does not take into account your personal needs, objectives or circumstances and therefore, before acting on it, you should consider whether it is appropriate for you.

A Product Disclosure Statement or other disclosure document (PDS) for the Panorama products can be obtained by contacting BT on 1300 554 267 or by visiting www.bt.com.au/smsf. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of interests in the Panorama products. In addition, BTPS is the provider of the Panorama SMSF Establishment Service and the Panorama SMSF Administration Service. The Guide and Terms and Conditions for these services are available on www.bt.com.au/smsf or by calling 1300 554 267.

BTPS, BTFM and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities or the BT CMA acquired through the Panorama products, an investment in, or acquired using, the Panorama products is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of any investments in, or acquired through, the Panorama products.

The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.